Financial Planning

Sanlam is the preferred financial services partner for UASA and its members. Everyone can get to a financially happy place; simply start making a few important decisions.

For many years, we’ve been in the business of planning for tomorrow. It’s a timeless approach rooted in a tireless work ethic and a belief that everyone deserves to live their best possible lives. For us, this starts with overcoming the financial worries that stand in the way of happiness. So, whether it’s helping you save for a comfortable retirement or plan for life’s unexpected events, we are dedicated to providing you with the peace of mind to live a happier, more carefree life. That’s what makes us Wealthsmiths™.

What makes you happy?

We all get happiness from different things in life, whether it's our kids, family and friends, or a good holiday. But what gets in the way of happiness? Worrying about not having enough money to pay your bills, stress and not knowing what tomorrow will bring.

Fact: Financial stress has a huge impact on your happiness.

How financially happy are you?

Money and happiness often go hand-in-hand. The information guides below will give you an idea of the tough questions you need to start asking yourself.

Financial solutions

Professional advice is crucial for successful financial planning. Choose an accredited financial planner that understands your needs and goals, and get peace of mind throughout all the stages of your life.

Personal and family insurance aims to ease the financial burden when you or your loved ones fall ill or pass away. In such difficult times, your family should not have to worry about financial matters.

We all have different reasons for wanting to grow our money. Invest in our Tax-free Investment plan from R200 per month and never pay tax on any of the interest, dividends or capital gains you earn on your investment.